Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Lyle Kobe is a financial advisor with Cambridge Investment Research Advisors, Inc. Justin has been in the industry since 2012 and is registered with the state of California and Texas. Justin also has a Series 63 and 66 license. Justin previously worked for PROTECTED INVESTORS OF AMERICA and SUNCOAST CAPITAL GROUP, LTD.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
05/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (San Francisco CA)
CA
02/19/2015 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
FL
04/30/1998 - 08/24/2000
SUNCOAST CAPITAL GROUP, LTD. (FT. LAUDERDALE FL)
BOTH
Issued 03/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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